Leverty Financial Group’s JPMorgan Municipal ETF JMUB Stock Holding History

Leverty Financial Group’s Portfolio JMUB Stock Details JMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4M	Sell	224,288 -19,817	-8%	-$998K	2.21%	9
2026 Q1	$12.2M	Buy	244,105 +16,144	+7%	+$819K	2.7%	9
2025 Q4	$11.5M	Sell	227,961 -12,434	-5%	-$629K	2.75%	8
2025 Q3	$12.1M	Buy	240,395 +150,565	+168%	+$7.48M	3.15%	7
2025 Q2	$4.46M	Buy	89,830 +84,747	+1,667%	+$4.19M	1.33%	11
2025 Q1	$254K	Buy	+5,083	New	+$255K	0.1%	33

Other funds holding JMUB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leverty Financial Group's JMUB Position: Q2 2026 in Review

Leverty Financial Group reduced its JPMorgan Municipal ETF (JMUB) stake by 8.1% in Q2 2026, selling an estimated $998K and leaving 224,288 shares worth $11.4M. The position accounts for 2.21% of the portfolio, ranked #9.

Leverty Financial Group first reported a position in JMUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.2M in Q1 2026. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

Leverty Financial Group held 224,288 shares of JPMorgan Municipal ETF worth $11.4M as of Q2 2026.
Leverty Financial Group sold 19,817 JPMorgan Municipal ETF shares in Q2 2026, an estimated $998K.
JPMorgan Municipal ETF made up 2.21% of Leverty Financial Group's portfolio in Q2 2026, its #9 holding.
Leverty Financial Group first reported a position in JPMorgan Municipal ETF in Q1 2025 and has held it in 6 quarters since.
Leverty Financial Group's JPMorgan Municipal ETF position peaked at $12.2M in Q1 2026.
511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.